WEC Energy Group Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Advent Capital Management

INCREASED

Shares53,728,000 from 39,229,000

Change+14,499,000 (+37%)

Value$60.3M (+$11.5M)

Filed 2026-11-09

Calamos Advisors LLC

DECREASED

Shares41,060,000 from 41,267,000

Change-207,000 (0%)

Value$45.5M (-$5.6M)

Filed 2026-11-02

Daiwa Securities Group Inc.

NEW

Shares32,000,000

Change+32,000,000

Value$35.5M

Filed 2026-10-29

Bank of Montreal

UNCHANGED

Shares15,000,000 from 15,000,000

Change0 (0%)

Value$16.7M (-$1.9M)

Filed 2026-11-09

Pier 88 Investment Partners LLC

DECREASED

Shares12,144,000 from 16,984,000

Change-4,840,000 (-28%)

Value$13.4M (-$7.6M)

Filed 2026-11-06

Citigroup Inc

NEW

Shares10,384,000

Change+10,384,000

Value$11.5M

Filed 2026-11-04

RWC Asset Management LLP

DECREASED

Shares7,475,000 from 8,465,000

Change-990,000 (-12%)

Value$8.3M (-$2.2M)

Filed 2026-10-22

Thrivent Financial for Lutherans

DECREASED

Shares5,804,000 from 6,375,000

Change-571,000 (-9%)

Value$6.5K (-$1.4K)

Filed 2026-11-05

Russell Investments Group, Ltd.

INCREASED

Shares5,254,000 from 5,056,000

Change+198,000 (+4%)

Value$5.9M (-$385.7K)

Filed 2026-11-06

Mackay Shields LLC

INCREASED

Shares5,168,000 from 5,162,000

Change+6,000 (+0%)

Value$5.7M (-$677.3K)

Filed 2026-10-13

Deutsche Bank Ag\

DECREASED

Shares4,389,000 from 4,839,000

Change-450,000 (-9%)

Value$4.9M (-$1.1M)

Filed 2026-11-06

Rational Advisors, Inc.

DECREASED

Shares3,104,000 from 7,944,000

Change-4,840,000 (-61%)

Value$3.4M (-$6.4M)

Filed 2026-11-02

Aegon USA Investment Management, LLC

UNCHANGED

Shares500,000 from 500,000

Change0 (0%)

Value$553.3K (-$66.3K)

Filed 2026-10-30

Bank of New York Mellon Corp

UNCHANGED

Shares300,000 from 300,000

Change0 (0%)

Value$333.3K (-$38.6K)

Filed 2026-11-05

Jefferies Financial Group Inc.

NEW

Shares255,000

Change+255,000

Value$284.8K

Filed 2026-11-05

Oppenheimer Asset Management Inc.

DECREASED

Shares153,000 from 162,000

Change-9,000 (-6%)

Value$169.3K (-$31.4K)

Filed 2026-10-27

Calamos Wealth Management LLC

DECREASED

Shares98,000 from 146,000

Change-48,000 (-33%)

Value$108.6K (-$72.4K)

Filed 2026-11-02

Valen Private Capital, LLC

NEW

Shares18,000

Change+18,000

Value$19.9K

Filed 2026-10-23

Goldstein Advisors, LLC

NEW

Shares12,000

Change+12,000

Value$13.3K

Filed 2026-10-15

Lanark Financial, Inc.

INCREASED

Shares12,000 from 8,000

Change+4,000 (+50%)

Value$13.3K (+$3.4K)

Filed 2026-10-26

Mizuho Securities USA LLC

CLOSED

Shares0 from 1,920,000

Change-1,920,000 (-100%)

Value$0 (-$2.4M)

Filed 2026-11-09

Balboa Wealth Partners

CLOSED

Shares0 from 13,000

Change-13,000 (-100%)

Value$0 (-$16.1K)

Filed 2026-10-20

Aequim Alternative Investments LP

N/A

Shares— from 135,000,000

Change-135,000,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 98,970,000

Change-98,970,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 78,570,000

Change-78,570,000 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 52,846,000

Change-52,846,000 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 50,528,000

Change-50,528,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 44,354,000

Change-44,354,000 (-100%)

Value—

TPG GP A, LLC

N/A

Shares— from 34,000,000

Change-34,000,000 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 30,000,000

Change-30,000,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 27,511,000

Change-27,511,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 20,812,000

Change-20,812,000 (-100%)

Value—

Parallax Volatility Advisers, L.P.

N/A

Shares— from 15,000,000

Change-15,000,000 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 13,950,000

Change-13,950,000 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 12,110,000

Change-12,110,000 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 12,000,000

Change-12,000,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 10,204,000

Change-10,204,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 9,813,000

Change-9,813,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 9,455,000

Change-9,455,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,740,000

Change-8,740,000 (-100%)

Value—

Kohlberg Kravis Roberts & Co. L.P.

N/A

Shares— from 8,000,000

Change-8,000,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 7,053,000

Change-7,053,000 (-100%)

Value—

Susquehanna Advisors Group, Inc.

N/A

Shares— from 6,906,000

Change-6,906,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 6,660,000

Change-6,660,000 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 6,000,000

Change-6,000,000 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 5,925,000

Change-5,925,000 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,862,000

Change-1,862,000 (-100%)

Value—

Lombard Odier Asset Management (Europe) Ltd

N/A

Shares— from 1,400,000

Change-1,400,000 (-100%)

Value—

Shenkman Capital Management Inc

N/A

Shares— from 1,335,000

Change-1,335,000 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 900,000

Change-900,000 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 300,000

Change-300,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 267,000

Change-267,000 (-100%)

Value—

&partners

N/A

Shares— from 163,000

Change-163,000 (-100%)

Value—

Stephens Inc

N/A

Shares— from 49,000

Change-49,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 43,000

Change-43,000 (-100%)

Value—

Blair William & Co

N/A

Shares— from 26,000

Change-26,000 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 23,000

Change-23,000 (-100%)

Value—

Shaolin Capital Management LLC

N/A

Shares— from 4,780

Change-4,780 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Laffer Tengler Investments, Inc.

N/A

Shares— from 2,436

Change-2,436 (-100%)

Value—

	Status
Advent Capital Management	INCREASED	53,728,000	39,229,000	+14,499,000	+37%	$48.8M	$60.3M	+$11.5M	2026-11-09
Calamos Advisors LLC	DECREASED	41,060,000	41,267,000	-207,000	0%	$51.2M	$45.5M	-$5.6M	2026-11-02
Daiwa Securities Group Inc.	NEW	32,000,000	—	+32,000,000	—	—	$35.5M	—	2026-10-29
Bank of Montreal	UNCHANGED	15,000,000	15,000,000	0	0%	$18.6M	$16.7M	-$1.9M	2026-11-09
Pier 88 Investment Partners LLC	DECREASED	12,144,000	16,984,000	-4,840,000	-28%	$21.0M	$13.4M	-$7.6M	2026-11-06
Citigroup Inc	NEW	10,384,000	—	+10,384,000	—	—	$11.5M	—	2026-11-04
RWC Asset Management LLP	DECREASED	7,475,000	8,465,000	-990,000	-12%	$10.5M	$8.3M	-$2.2M	2026-10-22
Thrivent Financial for Lutherans	DECREASED	5,804,000	6,375,000	-571,000	-9%	$7.9K	$6.5K	-$1.4K	2026-11-05
Russell Investments Group, Ltd.	INCREASED	5,254,000	5,056,000	+198,000	+4%	$6.3M	$5.9M	-$385.7K	2026-11-06
Mackay Shields LLC	INCREASED	5,168,000	5,162,000	+6,000	+0%	$6.4M	$5.7M	-$677.3K	2026-10-13
Deutsche Bank Ag\	DECREASED	4,389,000	4,839,000	-450,000	-9%	$6.0M	$4.9M	-$1.1M	2026-11-06
Rational Advisors, Inc.	DECREASED	3,104,000	7,944,000	-4,840,000	-61%	$9.8M	$3.4M	-$6.4M	2026-11-02
Aegon USA Investment Management, LLC	UNCHANGED	500,000	500,000	0	0%	$619.5K	$553.3K	-$66.3K	2026-10-30
Bank of New York Mellon Corp	UNCHANGED	300,000	300,000	0	0%	$372.0K	$333.3K	-$38.6K	2026-11-05
Jefferies Financial Group Inc.	NEW	255,000	—	+255,000	—	—	$284.8K	—	2026-11-05
Oppenheimer Asset Management Inc.	DECREASED	153,000	162,000	-9,000	-6%	$200.7K	$169.3K	-$31.4K	2026-10-27
Calamos Wealth Management LLC	DECREASED	98,000	146,000	-48,000	-33%	$181.0K	$108.6K	-$72.4K	2026-11-02
Valen Private Capital, LLC	NEW	18,000	—	+18,000	—	—	$19.9K	—	2026-10-23
Goldstein Advisors, LLC	NEW	12,000	—	+12,000	—	—	$13.3K	—	2026-10-15
Lanark Financial, Inc.	INCREASED	12,000	8,000	+4,000	+50%	$9.9K	$13.3K	+$3.4K	2026-10-26
Mizuho Securities USA LLC	CLOSED	0	1,920,000	-1,920,000	-100%	$2.4M	$0	-$2.4M	2026-11-09
Balboa Wealth Partners	CLOSED	0	13,000	-13,000	-100%	$16.1K	$0	-$16.1K	2026-10-20
Aequim Alternative Investments LP	N/A	—	135,000,000	-135,000,000	-100%	$167.4M	—	—	—
BlackRock, Inc.	N/A	—	98,970,000	-98,970,000	-100%	$122.6M	—	—	—
Lazard Asset Management LLC	N/A	—	78,570,000	-78,570,000	-100%	$974.5K	—	—	—
Two Sigma Investments, LP	N/A	—	52,846,000	-52,846,000	-100%	$65.5M	—	—	—
Victory Capital Management Inc	N/A	—	50,528,000	-50,528,000	-100%	$62.6M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	44,354,000	-44,354,000	-100%	$55.1M	—	—	—
TPG GP A, LLC	N/A	—	34,000,000	-34,000,000	-100%	$42.1M	—	—	—
Verition Fund Management LLC	N/A	—	30,000,000	-30,000,000	-100%	$37.2M	—	—	—
Ameriprise Financial Inc	N/A	—	27,511,000	-27,511,000	-100%	$34.2M	—	—	—
State Street Corp	N/A	—	20,812,000	-20,812,000	-100%	$25.8M	—	—	—
Parallax Volatility Advisers, L.P.	N/A	—	15,000,000	-15,000,000	-100%	$18.6M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	13,950,000	-13,950,000	-100%	$17.3M	—	—	—
Wellington Management Group LLP	N/A	—	12,110,000	-12,110,000	-100%	$15.0M	—	—	—
Weiss Asset Management LP	N/A	—	12,000,000	-12,000,000	-100%	$14.9M	—	—	—
Bank of America Corp	N/A	—	10,204,000	-10,204,000	-100%	$12.6M	—	—	—
Wells Fargo & Company	N/A	—	9,813,000	-9,813,000	-100%	$12.2M	—	—	—
FMR LLC	N/A	—	9,455,000	-9,455,000	-100%	$11.7M	—	—	—
Royal Bank of Canada	N/A	—	8,740,000	-8,740,000	-100%	$10.8M	—	—	—
Kohlberg Kravis Roberts & Co. L.P.	N/A	—	8,000,000	-8,000,000	-100%	$9.9M	—	—	—
Morgan Stanley	N/A	—	7,053,000	-7,053,000	-100%	$8.7M	—	—	—
Susquehanna Advisors Group, Inc.	N/A	—	6,906,000	-6,906,000	-100%	$85.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	6,660,000	-6,660,000	-100%	$8.3M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	6,000,000	-6,000,000	-100%	$7.4M	—	—	—
Gabelli Funds LLC	N/A	—	5,925,000	-5,925,000	-100%	$7.3M	—	—	—
Toronto Dominion Bank	N/A	—	5,000,000	-5,000,000	-100%	$6.2M	—	—	—
Invesco Ltd.	N/A	—	4,000,000	-4,000,000	-100%	$5.0M	—	—	—
JPMorgan Chase & Co	N/A	—	1,862,000	-1,862,000	-100%	$2.3M	—	—	—
Lombard Odier Asset Management (Europe) Ltd	N/A	—	1,400,000	-1,400,000	-100%	$1.7M	—	—	—
Shenkman Capital Management Inc	N/A	—	1,335,000	-1,335,000	-100%	$1.7M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	900,000	-900,000	-100%	$1.1M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	300,000	-300,000	-100%	$371.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	267,000	-267,000	-100%	$331.3K	—	—	—
&partners	N/A	—	163,000	-163,000	-100%	$202.0K	—	—	—
Stephens Inc	N/A	—	49,000	-49,000	-100%	$60.7K	—	—	—
UBS Group AG	N/A	—	43,000	-43,000	-100%	$53.3K	—	—	—
Blair William & Co	N/A	—	26,000	-26,000	-100%	$32.2K	—	—	—
Focus Partners Wealth	N/A	—	23,000	-23,000	-100%	$28.5K	—	—	—
Shaolin Capital Management LLC	N/A	—	4,780	-4,780	-100%	$5.9M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,000	-3,000	-100%	$3.7K	—	—	—
Laffer Tengler Investments, Inc.	N/A	—	2,436	-2,436	-100%	$3.0M	—	—	—

Showing 62 of 62 institutions